2027 Wealth Management Associate

Waggoner Financial • Lansing, MI

11h

About The Position

The Wealth Management Associate will manage and grow a mixed book of business, including both inherited and self-sourced client relationships. This role involves supporting lead advisors in preparing for and conducting client meetings, developing financial plans, managing client account paperwork, and maintaining CRM and portfolio management systems.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field
• Progress toward or willingness to pursue CFP® certification
• Proficiency in Microsoft Excel and Word; comfort learning planning and portfolio management software
• Strong written and verbal communication skills

Nice To Haves

• 1-3 years of experience in financial services, wealth management, or a related field preferred; strong candidates without direct experience will be considered
• CFP® certification or active progress toward it
• SIE, Series 7 & 66, certification or active progress toward it

Responsibilities

• Manage and grow a mixed book of business, including both inherited and self-sourced client relationships.
• Support lead advisors in preparing for and conducting client meetings, including portfolio reviews and planning analysis.
• Develop financial plans, including retirement projections, cash flow analysis, and benefits comparisons.
• Manage client account paperwork, onboarding, and ongoing service requests.
• Maintain CRM and portfolio management systems with accurate client information.

Benefits

• Comprehensive health, dental, life, and short and long term disability insurance
• 401(k) with company match
• Generous paid time off
• Full support for CFP® coursework, exam fees, and licensing, including the SIE, Series 7, and Series 66
• Direct mentorship from senior advisors, with a clear path to expanded client responsibility
• Competitive base salary plus performance based incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level